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Designing a Defined Contribution Plan

Plan Design | March 28, 2013

Designing a tax-qualified defined contribution plan (such as profit sharing, 401(k), 403(b), or employee stock ownership plan) requires that the employer consider a number of major questions. Learn More >

Retirement Plans for Restaurants

Plan Design | January 11, 2013

We have helped a number of restaurants and restaurant chains establish or update their 401(k) retirement plans. Learn More >

ESOPs --- Obstacles and Solutions

Amber M. Lloyd, APA, CMFC, CFP®, ERPA | ESOPs | January 11, 2013

Employers express various concerns when they consider establishing an Employee Stock Ownership Plan (ESOP). Learn More >

In-Plan Roth Conversions

Roth Contributions | January 10, 2013

The newly signed American Taxpayer Relief Act of 2012 (the “Act”) makes an important change to employer-sponsored retirement plans. Learn More >

Structuring the Sale of Shares to a Leveraged ESOP

ESOPs | October 23, 2012

We’ve heard some interesting discussion recently about several ways attorneys have structured these sales; and we thought it was worth sharing. Learn More >

Required Minimum Distribution Basics

Required Minimum Distributions | October 19, 2012

IRAs and qualified retirement plans are common means to save for retirement. Learn More >

QDRO Payments

QDROs | September 28, 2012

What is a Domestic Relations Order (DRO)? Learn More >

Welfare Plan Filings

Welfare Plans | July 31, 2012

Each year, we receive many questions regarding the Form 5500 filing requirements for welfare benefit plans that are covered by ERISA. Learn More >

Baby Boomer Exit Strategies Using a Leveraged ESOP

ESOPs | July 17, 2012

What are the advantages to using a leveraged Employee Stock Ownership Plan (ESOP) to create that market instead of looking for an outside buyer for the stock? Learn More >

The Ideal 401(k) Platform with Investment Options

Plan Design | July 12, 2012

People frequently ask us what constitutes the ideal 401(k) arrangement when offering investment options. Learn More >

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